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Lincoln National

618 hedge funds and large institutions have $9.47B invested in Lincoln National in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 189 increasing their positions, 226 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
12.2%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
73
Increased
189
Reduced
226
Closed
66
Calls
$57.8M
Puts
$69M
Net Calls
-$11.2M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
551
Asset Dedication LLC
California
$26K
FHA
552
First Horizon Advisors
Tennessee
$24K
CDIA
553
Capital Directions Investment Advisors
Georgia
$24K
BCA
554
Berman Capital Advisors
Georgia
$24K +$58 +1 +0.2%
JCM
555
Jacobi Capital Management
Pennsylvania
$24K +$21.3K +356 +774%
FNBOSM
556
First National Bank of South Miami
Florida
$23K -$39.1K -674 -63%
TSW
557
Thompson Siegel & Walmsley
Virginia
$22K
CWA
558
Carolina Wealth Advisors
South Carolina
$22K +$22K +368 New
TL
559
TrueWealth LLC
Georgia
$21K
CFFP
560
Center for Financial Planning
Michigan
$21K +$21K +363 New
TFO
561
Tarbox Family Office
California
$20K
ME
562
McIlrath & Eck
Washington
$20K
APA
563
American Portfolios Advisors
New York
$18.6K -$2.89K -49 -13%
PFBT
564
Parkside Financial Bank & Trust
Missouri
$18K +$3.19K +55 +22%
EW
565
Evoke Wealth
California
$17.8K -$1.24K -21 -7%
AWM
566
AllSquare Wealth Management
New York
$17K
ZB
567
Zions Bancorporation
Utah
$16K -$5.06K -85 -24%
BCI
568
Brinker Capital Investments
Pennsylvania
$15K
EFSCE
569
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
SWM
570
Selective Wealth Management
Virginia
$14K
WEC
571
Winslow Evans & Crocker
Massachusetts
$14K
GAM
572
Gemmer Asset Management
California
$13K -$991 -17 -7%
AWA
573
Arkadios Wealth Advisors
Georgia
$12.9K +$12.9K +210 New
ANBT
574
American National Bank & Trust
Texas
$12K
PCFFS
575
Pacific Center for Financial Services
California
$12K